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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,214 | $138,114-86.8% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.24% | 750.88%-774.1pp | 572.41%-595.7pp | 418.37%-441.6pp |
| Employer contribution / active EE | $1,198 | $5,246-77.2% | $4,816-75.1% | $4,742-74.7% |
| Participant deferral / active EE | $4,958 | $7,801-36.4% | $7,448-33.4% | $6,401-22.5% |
| Admin fee / account holder | $218 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |